Creating a wallet on the Sudo dashboard is a simple process that allows you to manage funds efficiently. Follow these steps to create a wallet:
Step 1: Log in to Your Sudo Dashboard
To begin, log in to your Sudo dashboard.
Step 2: Access the Accounts Section
Once logged in, navigate to the left side of the dashboard and select the Accounts option. This will open up the account management section.
Step 3: Select "Wallets"
From the tabs presented, choose Wallets to view your customers and manage wallet creation.
Step 4: Click on "+ Add Wallet"
Look for the + Add Wallet button and click on it. This will open the options for creating a new wallet.
Step 5: Configure Wallet Details
In the options provided, select your preferred currency (USD / NGN) and account type (Savings / Current) for the wallet. Next, choose the customer for whom you want to create the wallet.
Step 6: Complete the Wallet Creation
After selecting the currency, account type, and customer, click on the "Create Wallet" button to finalize the process. This will create your wallet on the Sudo dashboard.
Creating a wallet on the Sudo dashboard is a fundamental step in managing funds and transactions efficiently. By following the steps outlined in this guide, you can seamlessly create a wallet tailored to your currency, account type, and customer preferences.